The new data loading module allows you to load from boards, projects, or issue filters based on your desired date ranges and other available criteria.

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• ‘Check for updates’ is no longer used for this feature. Instead, click Go next to the saved data set you want to load.

How to enable it

With this new release, the new data loader will not be available until it has been enabled by the Admin. To do so, go to Manage Apps->Global configurations. Here you’ll find a new section: “New Jira issue loading experience”.

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Create a new data set

To use this new feature once enabled, click on the option “Load Jira Issues” from the folder menu.

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The new board loading experience will launch. It has 3 steps:

Step 1 -

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Define the data you want to analyze

Choose your data source (board, filter or projects) and any filters limiting the data (ie. only resolved after X date) that should be imported.

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To start, choose the Jira issues you’d like to load from the dropdown. By default, the dropdown will show available boards, projects, and filters. You can uncheck up to two of those types to filter the available options. You can type in the field and the list will begin to filter down as you type.

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Finally, click the

Step 2 - Map your workflow statuses

We automatically import the mapping found in the board settings for the board you’re loading. However, sometimes there are statuses that aren’t mapped and this can cause various issues with your analytics. In this screen, we give you the opportunity to review and decide how to proceed (map them or ignore them).

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Step 3 - Additional fields

See the default data fields we pull for each issue and choose additional fields to import for your dataset.

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1. Click on the dropdown to see a list of available fields for your dataset.

2. Click on a desired field to begin creating a list of items to add.

3. Once you have the items you want to load, click on the Add fields button to the right of the dropdown.

4. When you’re satisfied that all fields have been added to the payload, click the

   Status
   colour Blue title FINISH

   button in the bottom right-hand corner of the dialog box.

Load a saved data set

Once you have used the board loader to configure and load data, you’ll notice that the most recently created configurations are available to load or edit.

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Manage your saved data sets

You can currently do 3 things with these saved configurations:

• Go - choose this to load this data immediately without revisiting the workflow or fields configuration. Filters you set for this data on step 1 will be honored.

  • Please note that we will put you in edit mode if we find new unmapped statuses that weren’t there when you originally loaded the data. New statuses will have a gold-colored border. Continue through steps 2 and 3 to load your data.

• Edit - save time by using a saved filter as a starting point. Change what you need. The result will be a new saved configuration (it doesn’t override the one you edited).

• Delete - Delete configurations you no longer need so that they don’t take up one of 10 available slots. If you want to delete a favorite configuration, click the star to remove it from your favorites and you will then be able to delete it.

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Load external data

You have the opportunity to load a csv file as normal.

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Load example data

You can always load the example data from the data set dropdown as well.

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Legacy Loaders

• Documentation